Couldnโt agree more @benjamincowen The long end sell off during/post press conference is what we bond guys call credibility shock! Everyone knows Warsh is using yields to tighten FC, but heโs not supposed to say it! With his experience and knowledge, think he should have saw that one coming. Could see 100% sept hike very soon and front end yields back to recent highs, if not higher (with the exception of disinflation/deflation) prints. Tomorrow brings pce. Stay defensive.
@garyvee Weโve spent years making everything easier to access. Itโs interesting that what many people seem to value most now is what they can actually hold onto.
@garyvee@garyvee The fear wasnโt criticism. It was thinking nobody would care. Turns out the only way to find your audience is to start writing. Appreciate the reminderโkeep posting.